Silver Flashing: Model Portfolio Update

• Gregor Macdonald
• March 3rd, 2010

The gold/silver ratio continues to come down from recent highs, when the 72.81 level was hit, and is currently sitting at 66.28. This most recent thrust off the Greece drama looks like it’s going to carry some. At least through the end of March. And, I think we should look for the ratio to fall further, possibly as low as 60 before another flare-up occurs in sovereign credit. Additionally, the patchwork efforts at putting the near-broken pieces of Greece back together are holding up for now, and should probably buy another month or two for EU and Greece officials. Until then, silver is flashing a renewed flow of liquidity.

Of greater note has been the volatility in UK Gilts. In a brief exchange with one of my contacts, we both expressed surprise that observers don’t pay more attention to the British Pound and UK Gilts…(this article continues for subscribers through the membership gateway, on the right side of this page)

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Tickers: Gilts, GLD, SLV, TBF, UK